Trainee Paraplanner
- Recruiter
- FLAT FEE RECRUITER
- Location
- Leeds
- Salary
- Competitive salary + full training
- Posted
- 13 Apr 2017
- Closes
- 11 May 2017
- Ref
- 4631
- Contact
- Applicant Services
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Trainee Paraplanner
North Leeds, LS16
Competitive salary + full training
Do you want the opportunity to meet your full potential and build a successful career with an award-winning company?
Our client is currently seeking a Trainee Paraplanner to join their Financial Planning team. If you are hardworking, ambitious and have lots of energy we want to hear from you!!
This is a fantastic opportunity for an individual looking to start a career in Financial Planning as the company will support the right candidate with their professional qualifications and personal development.
What will you be doing?
As Trainee Paraplanner, you will be working with a Financial Planner to help prepare and administer Financial Plans or Reports for clients. You will take the lead on research, analysis and finally, the report writing required to make sure the client is getting the best advice and the adviser is getting the support to help them document that.
The role is not restricted to simply paraplanning and the successful candidate will be involved with all aspects of the financial planning process. We are looking for someone who is hardworking, ambitious but also a pleasure to be around.
About you
You don’t need any Paraplanning experience for this role, but we are looking for someone who is a quick and willing learner. You’ll also need:
• A key eye for detail
• Strong research skills
• Impeccable writing skills
• The confidence to take control and make decisions when you need to
• High standards in everything you do, taking a real pride in yourself and your work
• Be totally comfortable interacting with successful and demanding clients
• Be highly courteous, friendly and smiley!
How to apply
If you wish to be considered for this Trainee Paraplanner job click ‘apply’. You will receive an email shortly after your application - you will need to read and respond to this to complete your application.
You must be eligible to work in the UK.
North Leeds, LS16
Competitive salary + full training
Do you want the opportunity to meet your full potential and build a successful career with an award-winning company?
Our client is currently seeking a Trainee Paraplanner to join their Financial Planning team. If you are hardworking, ambitious and have lots of energy we want to hear from you!!
This is a fantastic opportunity for an individual looking to start a career in Financial Planning as the company will support the right candidate with their professional qualifications and personal development.
What will you be doing?
As Trainee Paraplanner, you will be working with a Financial Planner to help prepare and administer Financial Plans or Reports for clients. You will take the lead on research, analysis and finally, the report writing required to make sure the client is getting the best advice and the adviser is getting the support to help them document that.
The role is not restricted to simply paraplanning and the successful candidate will be involved with all aspects of the financial planning process. We are looking for someone who is hardworking, ambitious but also a pleasure to be around.
About you
You don’t need any Paraplanning experience for this role, but we are looking for someone who is a quick and willing learner. You’ll also need:
• A key eye for detail
• Strong research skills
• Impeccable writing skills
• The confidence to take control and make decisions when you need to
• High standards in everything you do, taking a real pride in yourself and your work
• Be totally comfortable interacting with successful and demanding clients
• Be highly courteous, friendly and smiley!
How to apply
If you wish to be considered for this Trainee Paraplanner job click ‘apply’. You will receive an email shortly after your application - you will need to read and respond to this to complete your application.
You must be eligible to work in the UK.